Notes and Attachments

 

The Notes and Attachments tab displays user notes, attachments, or system-generated remarks about the document. The number of notes and/or attachments is indicated on the tab label in parentheses.  It is a default service provided by the Kuali Enterprise Workflow module, but appears on multiple documents that are a part of multiple functional modules.

Figure 62 Notes and Attachments Tab

 

Table 14 Notes and Attachments Column Descriptions

Field/Column

Description

Posted Timestamp

Display-only. The time and date when the attachment or note was posted

Author

Display-only. The full name of the user who has added the notes or attachments.

exclaim  The Author is the person who did the data-entry, not necessarily the person who completed it, or authored it.

Note Text

Required. Enter comments (type or paste from clipboard).

Attached File

Optional. Displays the path and filename after selection.  Select the file to attach by clicking Browse and following Window's standard Choose File dialog box. Click CANCEL to clear the file name that you have selected. 

After an attachment is added, the field displays a paper clip  icon with the file name, size and associated application.

Browse button

Click to use your operating system’s Choose File or File Upload dialog window to locate and select the file you want to attach.

Cancel button

Click to clear the Attached File box if you have already browsed for and selected a file but have not yet clicked the add button.

Actions

This column displays the add command button.  Some e-docs may also provide the ability to delete attachments, but most do not.

tinybutton-add1

Add button

Click this after populating the Attached File field via browse and select.  Your note and/or file will display in a new numbered row beneath the add: row for each note or attachment.

 

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This tab appears on the Abstracts & Attachments page of the Proposal Development document.  The basic process for using this functionality is common to other sections such as Personnel and Internal Attachments as well.  See those respective topics for differences and specific guidelines for each.

 

  To add an attachment:

Figure 63  Step 1:  Type in Required Topic and Text fields and Click Browse

 

Figure 64  Step 2:  Select File To Attach Using the File Upload Dialog Box (Windows XP OS example)

 

Figure 65  Step 3:  After the path & name of your selection are populated, click add

 

Figure 66  Result:  Attachment Line display after the add action (numbered line item)